Financial Services

Every successful journey starts with prudent preparation and an effective travel plan. We help make sure you haven’t overlooked any key elements as you pursue your retirement destiny.

Reimagine Your Retirement Route

The road to retirement should be paved with confidence. At TEAM Retirement Solutions, we provide the vehicles necessary to help make that possible, using a variety of insurance products that can escort you to new financial horizons.


The TEAM Retirement Solutions Process

Using our TEAM Retirement Solutions Process, we develop strategies to help you in three key areas:

Putting Your Assets to Work.

Our retirement income plans will help you confidently answer the question most often asked by those nearing or already in retirement: “Will my money last as long as I do?” Strategies include insurance products, such as annuities.

Preserving What Belongs to You.

As you near retirement, you transition from the accumulation phase to the protection phase. We help you preserve your assets by incorporating a variety of products and services, including life insurance, tax-efficient strategies and long-term care plans.

Providing for Those You Love.

You can continue taking care of loved ones even after you’re gone. We partner with attorneys, tax professionals and others to help you create a legacy through a giving strategy that can include trusts, probate, charitable contributions, estate planning and more.

Any statements referring to preservation of assets are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 

Neither the firm nor its agents or representatives may give tax, legal or investment advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.